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Technology Stocks : INVX Innovex Comdex Winner !! -- Ignore unavailable to you. Want to Upgrade?

To: Tom Simpson who wrote (2554)	6/23/1998 12:41:00 AM
From: Mark Oliver	Read Replies (1) \| Respond to of 3029

Tom, you forgot another difference. Last year MR heads were a new technology, so the waste rate was higher. Since they could only test a head by attaching it to a suspension and spinning a disk next to it, they also lost a lot of wires and suspensions when the heads failed. Now, I believe they have improved the yields a lot, and they have some new tests which weed out a few more bad heads before they are attached for the spin test. Don't know how many, but I figure it's enough to warrant mention. Like you say, Innovex making only less than 20 cents seems like a disaster, but when you compare that to the loss per share sometime greater than $1.00, it seems like a stellar performance. Iomega, WDC, APM, and Komag all seem to be near a bankruptcy. Regards, Mark